SWA
SCHV

Sax Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Sax Wealth Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35M Buy
175,568
+110,698
+171% +$3.65M 0.22% 81
2026
Q1 		$1.92M Sell
64,870
-88
-0.1% -$2.74K 0.09% 122
2025
Q4 		$1.92M Buy
64,958
+32,044
+97% +$937K 0.09% 124
2025
Q3 		$958K Sell
32,914
-129
-0.4% -$3.67K 0.05% 192
2025
Q2 		$914K Hold
33,043
– – 0.06% 184
2025
Q1 		$878K Buy
33,043
+142
+0.4% +$3.81K 0.06% 158
2024
Q4 		$858K Hold
32,901
– – 0.07% 134
2024
Q3 		$881K Hold
32,901
– – 0.08% 103
2024
Q2 		$812K Sell
32,901
-4,050
-11% -$100K 0.08% 104
2024
Q1 		$936K Hold
36,951
– – 0.11% 73
2023
Q4 		$863K Sell
36,951
-420
-1% -$9.18K 0.14% 81
2023
Q3 		$803K Hold
37,371
– – 0.16% 80
2023
Q2 		$836K Hold
37,371
– – 0.17% 76
2023
Q1 		$817K Buy
37,371
+738
+2% +$16.4K 0.18% 73
2022
Q4 		$806K Hold
36,633
– – 0.19% 71
2022
Q3 		$714K Hold
36,633
– – 0.18% 74
2022
Q2 		$762K Hold
36,633
– – 0.19% 74
2022
Q1 		$872K Hold
36,633
– – 0.21% 67
2021
Q4 		$894K Buy
+36,633
New +$868K 0.19% 74

Other funds holding SCHV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return
NCMW
Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SMBT
Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

Sax Wealth Advisors's SCHV Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 171% in Q2 2026, buying an estimated $3.65M and bringing the position to 175,568 shares worth $5.35M. The position accounts for 0.22% of the portfolio, ranked #81.

Sax Wealth Advisors first reported a position in SCHV in Q4 2021 and has held it in 19 quarters since. 251 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Sax Wealth Advisors held 175,568 shares of Schwab US Large-Cap Value ETF worth $5.35M as of Q2 2026.
  • Sax Wealth Advisors bought 110,698 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $3.65M.
  • Schwab US Large-Cap Value ETF made up 0.22% of Sax Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Sax Wealth Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 251 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.